Insightful Insights
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Reflecting on Australia’s Future
Tim Kelley
September 24, 2014
It’s hard not to be impressed by US dominance of the online world. If you look at a list of the top internet sites in Australia, the leaders are almost all of US origin: sites like Google, Facebook, YouTube, eBay and Wikipedia. continue…
by Tim Kelley Posted in Insightful Insights.
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The Essential Ingredient; Humility.
Roger Montgomery
September 23, 2014
Since 2010 here on the blog, we have been warning investors consistently about the dangers of ‘investing’ in iron ore. Let us explain. continue…
by Roger Montgomery Posted in Energy / Resources, Insightful Insights.
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Arrium: Burning the cash
David Buckland
September 22, 2014
During Sky Business’ Your Money Your Call – on which the Montgomery team regularly appear – there is a segment entitled ‘Buy, Hold, Sell’. One of my preferred ‘Sells’ over recent years has been Arrium Ltd (ASX: ARI), formerly known as OneSteel. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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Murmuring about a martingale
Scott Shuttleworth
September 19, 2014
In the field of financial mathematics, for 50 or so years we have essentially been restating and coming up with different ways to answer the same question; if I know a stock price today, can I know the stock price tomorrow? continue…
by Scott Shuttleworth Posted in Insightful Insights, Value.able.
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Australia’s demographics: a sea change
David Buckland
September 19, 2014
For anyone reading this in New South Wales, I encourage you to consider a summer holiday at Hawks Nest. About 220km north of Sydney, both it and the neighbouring Tea Gardens offer many things; including beautiful beaches and bays, great seafood and a wonderful golf course. continue…
by David Buckland Posted in Insightful Insights.
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Bubble watch #13 – get ready
Roger Montgomery
September 18, 2014
In recent months, the number of very successful investors doing ‘it’ themselves has surged.
So here’s a question:
Do you think the number of very successful investors will continue to surge when the market falls? continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
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The world according to Munger
Roger Montgomery
September 17, 2014
Daily Journal Corporation (DJC) publishes newspapers and websites covering California and Arizona, as well as the California Lawyer magazine, and produces several specialised information services. Sustain Technologies, Inc. (Sustain), a wholly owned subsidiary, supplies case management software systems and related products to courts and other justice agencies, including administrative law organisations. These courts and agencies use the Sustain family of products to help manage cases and information electronically and to interface with other critical justice partners.
The company’s Chairman is none other than Charles T. Munger. Here’s a transcript of his comments from last week’s DJCO Shareholders meeting.
We’ve copied it here raw and unedited, but there are many pearls. It’s long, so print it off and enjoy.
by Roger Montgomery Posted in Insightful Insights.
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Our process in practice
Ben MacNevin
September 16, 2014
Today’s blog post is an example of our investment process in practice, the result of which has enforced our commitment to investing in quality companies with bright prospects at attractive discounts to our estimates of their intrinsic value. continue…
by Ben MacNevin Posted in Insightful Insights, Intrinsic Value, Investing Education, Montgomery News and Updates.
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Giant lumbering
Roger Montgomery
September 15, 2014
For reasons we can only marvel at, Montgomery Investment Management has attracted some incredibly talented individuals. Perhaps it’s the ‘learning with humility’ culture, or perhaps it’s the size and the associated ability to respond quickly and remain flexible. continue…
by Roger Montgomery Posted in Insightful Insights.
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IMF’s USA result
Ben MacNevin
September 15, 2014
Bentham IMF (ASX: IMF) has announced a material case settlement in the USA. It’s a result we feel validates their US expansion. continue…
by Ben MacNevin Posted in Insightful Insights.
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